See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,830 | $109,881+84.6% | $150,045+35.2% | $84,808+139.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.98% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $13,079 | $3,561+267.3% | $4,693+178.7% | $2,631+397.1% |
| Participant deferral / active EE | $15,291 | $6,636+130.4% | $7,997+91.2% | $4,212+263.1% |
| Admin fee / account holder | $203 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |